H.B. Fuller
320 hedge funds and large institutions have $4.11B invested in H.B. Fuller in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 122 reducing their positions, and 31 closing their positions.
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
3% more funds holding
Funds holding: 312 → 320 (+8)
3% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $1.55M
3.49% less ownership
Funds ownership: 98.36% → 94.87% (-3.5%)
5% less capital invested
Capital invested by funds: $4.33B → $4.11B (-$217M)
11% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 122
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$23M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$12.9M |
| 3 |
Goldman Sachs
New York
|
+$10.5M |
| 4 |
MOACM
Mutual of America Capital Management
New York
|
+$6.74M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$6.45M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$105M |
| 2 |
PC
PointState Capital
New York
|
-$18.2M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$14.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12.2M |
| 5 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$10M |
FUL Hedge Fund Activity: Q1 2024 in Review
320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H.B. Fuller (FUL) for Q1 2024, worth a combined $4.11B — down 5% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FUL positions and 31 closed out — a net gain of 11 holders — while 108 added to existing stakes and 122 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $23M. The largest seller was Morgan Stanley, cutting an estimated $105M.
- 320 institutional investors held H.B. Fuller (FUL) as of Q1 2024, up from 312 in Q4 2023.
- Funds reported $4.11B of H.B. Fuller stock for Q1 2024, down 5% quarter-over-quarter.
- 42 funds opened new H.B. Fuller positions in Q1 2024 and 31 closed out, a net change of +11 holders.
- The largest H.B. Fuller buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $23M added.
- The largest H.B. Fuller seller in Q1 2024 was Morgan Stanley, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2024.